1201: Financial Planning Process with Michael Soroko and Zach Zenda

from LifeBlood · host LifeBlood

LifeBlood: We talked about how the financial planning process, how to overcome discomfort when talking about money, why following a planning process is key to financial success, how to systematize saving, and the value of scheduling financial conversations with Michael Soroko and Zach Zenda, Financial Advisors with Emeritus Wealth Group. Listen to learn how to align your goals and your money!For the Difference Making Tip, scan ahead to 14:30!You can learn more about Zach and Michael at EmeritusWealthGroup.com, LinkedIn and LinkedIn.You can learn more about the show at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, Pinterest, YouTube and Facebook or contact George at [email protected].

What this episode covers

LifeBlood: We talked about how the financial planning process, how to overcome discomfort when talking about money, why following a planning process is key to financial success, how to systematize saving, and the value of scheduling financial conversations with Michael Soroko and Zach Zenda, Financial Advisors with Emeritus Wealth Group. Listen to learn how to align your goals and your money! For the Difference Making Tip, scan ahead to 14:30! You can learn more about Zach and Michael at EmeritusWealthGroup.com, LinkedIn and LinkedIn. You can learn more about the show at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, Pinterest, YouTube and Facebook or contact George at [email protected].

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1201: Financial Planning Process with Michael Soroko and Zach Zenda

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This episode is 18 minutes long.

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This episode was published on September 13, 2021.

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